Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
@lizzie_p@dtwuensch Thank you for the quick replies here. We do think that, at this stage, "multiple checkbox" custom properties provide much of the same value. Certainly, there are places where they don't entirely fit the bill. And, it's not totally out of the question that we build tags some day. However, as of now, there are more pressing customer issues that our team needs to focus on to deliver the highest quality overall product.
Thank you as always for your continued feedback, it helps us build a great product.
We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time, adding tags is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.
Thanks @dtwuensch for the suggestion - I think that is the best workaround available and hopefully will do the trick for most people. For us though the problem was that if using a multiple choice field you have to set up your labels or options in advance; whereas the proper tagging system we were hoping for would allow you to create new tags at the point of editing a record. So if you're looking at a contact you might suddenly decide to tag them with something used for the first time - you don't want to have to go and edit the Properties each time.
Here's an example of what I mean - creating "tag4" on the fly (in Zendesk, as an example).
Tags would make this CRM way more dynamic for tracking and communication. It is a feature that needs to be implemented. I would be willing to try out a new CRM over this feature.
Custom properties (a checkbox list) can work a lot like tag clouds, BUT:
1) I struggle to "share" tags between Companies and Contacts. Sometimes I know that a contact is interested in, say, "Chocolate Flavor" because they filled out a form. Other times I want to be able make a really good guess from what their Company does (a dessert shop, for example, would be defaulted to "Chocolate Flavor")
I'd like to be able to target Contacts based on either a Contact's OR a Company's interest in Chocolate Flavor.
2) Some people (not me) may want to do them on the fly, rather than via settings.
There's one other benefit that I've come across in additional to having a property consistent across contact types (contacts/companies/deals/etc.).
I've used the multi checkbox property type to kind of accomplish tags, but just realized today that every time a workflow or bulk edit is made, it overwrites (or unchecks) all the current items that are checked off. Not Good 😞
Tags is a pretty basic feature in any CRM i've ever worked with.
Currently testdriving the software for my company and it is the tagging feature I'm missing right-away. The regular search doesn't work well at all in my opinion, unless you know the exact contact or company name.
Custom properties looks like a weak rip-off and rather rigid version of a regular tagging system that's known to work fast and easy, so I'm surprised to see this thread which started in 2016 without any response from hubspot. Hopefully this will be included or at least some response be given before our evaluation period ends.
Update: Now been given the right to add a custom label, and testdriving this solution (mentioned above by somebody, thanks!):
- Add custom label (settings > properties > company properties > create a property > and name it (in my case "Manufacturing type" ))
- Choose Multiline text as a Field Type
- For each company you can now freely add text to this field (in my case Milling, Machining, sheet metal, etc.)
- On the Company Contacts page, search for the property by clicking " Add Filter" , selecting the one you just made, select "contains exactly"
- search for exact term, or search for part of the Multiline Text by using asterisks *.
E.g.: " mill* " or " sheet*" to find all spellings or variants.
Here's how we use tags in Outreach.io, and I'd like something similar in Hubspot. it's useful to be able to create a custom tag that gets indexed and you can use it to search for all contacts with that tag.
I voted on the idea you linked, but that's pretty old. I don't see how we can work without some kind of tags! People say use a multi-checkbox, but if bulk editing that field resets them all, then they're pretty useless, right? I have about a dozen "categories" for our users, and users use more as they see fit. Need a way to manage those in Hubspot!